DOLE Dole plc Ordinary Shares

NYSE · Food Products · View on SEC EDGAR ↗
$13.22
Price · Aug 19, 2026
Fundamentals as of Aug 10, 2026

About Dole plc Ordinary Shares Company overview from Wikipedia

Dole plc is an Irish agricultural multinational corporation headquartered in Dublin. The company is among the world's largest producers of fruit and vegetables, operating with 38,500 full-time and seasonal employees who supply some 300 products in 75 countries. Dole reported 2021 revenues of $6.5 billion.

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Dole plc (previously named Dole Food Company and Standard Fruit Company) is an Irish agricultural multinational corporation headquartered in Dublin. The company is among the world's largest producers of fruit and vegetables, operating with 38,500 full-time and seasonal employees who supply some 300 products in 75 countries. Dole reported 2021 revenues of $6.5 billion.

As of 2021, the company had approximately 250 processing plants and distribution centers worldwide in addition to 109,000 acres (44,000 ha) of farmland and real estate. The company operates through four segments: Fresh Fruit (bananas and pineapples; about 35% of 2020 revenues); Diversified Fresh Produce in Europe, the Middle East, and Africa; Diversified Fresh Produce in the Americas and other world regions (combined 37% of 2020 revenues); and Fresh Vegetables (29% of 2020 revenues). Dole grows and markets bananas, pineapples, grapes, berries, deciduous and citrus fruits, and vegetable salads. Dole operates a 13-vessel shipping line for importing its produce and exporting third-party goods to Central America.

The multinational company PepsiCo sells bottled fruit beverages under license using the Dole brand. Dole has a comarketing agreement with The Walt Disney Company to encourage the public, including children, to consume fruits and vegetables.

History

1851–1900: Early years

Dole plc traces its origins to the foundation of Castle & Cooke in 1851, and Charles McCann's Fish, Fruit and Vegetable Market in the 1850s in Ireland. Castle & Cooke, a sugar and logistics company, was founded in Hawaii by Amos Starr Cooke and Samuel Northrup Castle.

1900–1969: Expansion and acquisition

In 1899, industrialist James Dole moved to Hawaii. James was the cousin of Sanford B. Dole, who had helped overthrow the Kingdom of Hawaii in 1893, and became the governor of Hawaii in 1898. Two years after James Dole's arrival, he formed the Hawaiian Pineapple Company (HPC). The HPC delivered its first shipment of canned pineapple in 1903. Early products of the Hawaiian Pineapple Company were not marketed under a particular brand name, often assuming the names of the distributors. In the early 20th century, pineapple was still relatively unknown, and James Dole and other growers mounted a marketing campaign in magazines in what the company now refers to as one of the first nationwide advertising campaigns in the United States.

The company made technological advances in the early decades of the 20th century in processing the fruit—most notably the Ginaca Machine, created in 1911—that made canning pineapple commercially viable. In 1922, Dole purchased the Hawaiian island of Lanai and turned it into the largest pineapple plantation in the world. The same year, Castle & Cooke acquired 33% of the company via lease agreement. In 1927, the HPC began stamping its cans with the Dole brand name, with numbers to indicate the grade. These stamps ensured the Dole name would still be visible even if the label was changed by a distributor. By the end of the 1920s, the company grew more than 75% of all pineapples in the world. However, the Hawaiian Pineapple Company struggled to stay financially sound during the Great Depression and Castle & Cooke took control of it in 1932. The HPC was renamed the "Dole Company" and became a subsidiary of Castle & Cooke in 1961. Two years later, the company began expanding its fruit growing operations into southeast Asia, opening plantations and canneries in the Philippines and Thailand.

While the HPC was getting established, the tropical fruit trade was growing in Central and South America, primarily with the banana trade. One of the major players in that trade, the Standard Fruit and Steamship Company, was established in 1906 by the Vaccaro brothers and Salvador D'Antoni as Vaccaro Brothers and Company. However, the quartet had been making shipments of tropical fruit such as bananas and coconuts, as well as other items, since 1899. The firm grew rapidly in its early years, establishing a headquarters in La Ceiba, Honduras, purchasing housing and cargo ships, and building rail and telephone lines at its plantations. The company's rapid growth has been attributed to the destruction of property records in the early 20th century, leading the firm to take control of large swaths of land with the support of the Honduran government. In 1924, the firm went public as the Standard Fruit and Steamship Company. In the 1920s, as Panama disease was destroying crops of the Gros Michel banana, Standard Fruit began looking for other cultivars to grow, settling on the Cavendish banana. Switching to the Cavendish allowed Standard Fruit to become the largest banana producer in the world by the 1960s. Standard Fruit merged with Castle & Cooke in 1968.

While these companies were forming in the United States, the McCanns expanded their operations in Ireland, opening a store in Dundalk in 1902. In the 1950s, the McCanns began consolidating with other companies in Ireland, creating United Fruit Importers and then Fruit Importers of Ireland, which became a publicly traded company.

1970–2000: Expansions, selloffs, and splits

Ten years after its merger with Standard Fruit, Castle & Cooke acquired Bud Antle Inc., a California-based vegetable company. However, Castle & Cooke began to struggle financially and was purchased in 1985 by billionaire David H. Murdock. After the purchase, Dole began expanding its offerings by purchasing other food companies, buying several West Coast fruit and nut producers and distributors between 1985 and 1990, including Bonner Packing Company in California and Wells and Wade Fruit Company in Washington. Meanwhile, in Ireland, Fruit Importers of Ireland purchased Fyffes from Chiquita in 1986.

In 1985, the Hawaiian island of Lanai passed into the control of Castle & Cooke, which was then the owner of Dole. High labor and land costs led to a decline in Hawaii pineapple production in the 1980s, with Dole phasing out its pineapple operations on Lanai in 1992.

Murdock separated Dole and Castle & Cooke in 1996, turning the latter into a real estate development company.

2000–present: Recovery and merger with Total Produce

In the early 2000s, Dole struggled financially and was nearly bankrupt. Murdock rescued the company, which had been publicly traded, and took it private in 2003.

During this same period, lawsuits related to the use of the pesticide DBCP were filed against Dole. The company, along with Shell and Dow Chemical Company, was ordered by a court in Managua, Nicaragua, to pay banana workers $489.4 million in 2003, but the companies declined to pay the fine. In 2007, a California judge awarded $2.3 million to Nicaraguan banana workers who sued Dole for its DBCP use. However, the ruling was overturned in 2010, with another judge noting a lack of evidence connecting the workers to Dole plantations and fraud committed by the plaintiffs' lawyers. Swedish filmmaker Fredrik Gertten made a documentary about the latter lawsuit, entitled Bananas!, which led to a defamation lawsuit by Dole. Dole lost the suit and was ordered to pay the filmmakers SEK 1,400,000. Gertten made a follow-up documentary about the defamation suit that premiered in 2012, entitled Big Boys Gone Bananas!.

Total Produce was spun off from Fyffes in 2006 as a fresh fruit and vegetable business separate from the tropical fruits business of Fyffes. Upon establishment, the firm was one of the largest produce companies in Europe, leading in Ireland, Spain, Sweden, Denmark, and the Czech Republic. In 2007, Total Produce expanded further into the United Kingdom, purchasing British firm Redbridge Holdings for £11.75 million.

In 2009, Dole was sued by families of banana workers in Colombia, who alleged that the company had bankrolled militias that killed thousands of Colombians, including trade union organizers. The suit was dismissed with prejudice the following year.

Murdock took Dole public again in 2009, raising $446 million in the process.

In 2012, Dole reached a deal to sell its packaged food division and Asian fresh produce operations to the Japanese firm Itochu for $1.7 billion, with the purchase concluding in April 2013. As part of the Itochu deal, the Dole brand continued to be used for some packaged food products worldwide and fresh produce in Asia, Australia and New Zealand, although the Dole Food Company had no business involvement for these products. In August 2013, Murdock reacquired Dole as a private company at a valuation of $1.6 billion. He and Dole Food Company President Michael Carter were later sued by investors for undervaluing the company during the Itochu deal, and in 2015, a judge in Delaware ordered the pair to pay shareholders $148 million for intentionally lowering the value of Dole stock prior to the buyout.

Total Produce purchased a 45% stake in the Dole Food Company in 2018, and merged with Dole in 2021 to form Dole plc. Dole plc (NYSE: DOLE) began trading on the New York Stock Exchange in July 2021.

In 2025, Dole sold its Fresh Vegetables Division to Arable Capital Partners, which combined the business with its organicgirl subsidiary. The sale followed Dole's earlier unsuccessful agreement to sell the division to Fresh Express after regulatory opposition from the U.S. Department of Justice.

Dole expanded its European operations in 2026 through the acquisition of Greenfood AB's Fresh Produce division by its Dole Nordic subsidiary, strengthening its presence in Sweden, Finland, and other Nordic markets.

Operations

Covering five continents, Dole has 109,000 acres (44,000 ha) of its own farmland, 13 cargo vessels, five manufacturing plants, 75 packing houses and 160 distribution centers. Dole is a vertically integrated producer, owning plantations in Central America. Its container ships are specially equipped with refrigerated containers, and use their own cranes instead of relying on port infrastructure.

Management

As of 2021, Rory Byrne is CEO, Carl McCann is chairman, and Johan Lindén is chief operating officer.

Headquarters

Following the 2021 merger with Total Produce, Dole plc has world headquarters in Dublin, Ireland, and US headquarters in Charlotte, North Carolina.

Public relations

The Guinness Book of World Records (2007) lists the pineapple maze at the Dole Plantation on Oahu, Hawaii as the world's largest maze.

Bobby Banana, a mascot of Dole plc, is an anthropomorphic banana who appears in Dole comics and games for children.

Products

Including pineapples, Dole products include some 300 fresh plant foods as whole deciduous and citrus fruits, berries, and fresh-cut vegetables; salad products include greens, salad kits, and shreds.

Brand licensing

As of 2022, Dole has a brand licensing arrangement with The Walt Disney Company for fruits and vegetables branded with Disney, Pixar, Marvel, and Star Wars fictional characters to encourage produce consumption among children, such as using stickers on bananas. The arrangement includes cobranded recipes featuring Disney films, including Star Wars: The Force Awakens and Frozen II.

The Dole brand is also under license with Pepsico for bottled fruit beverages.

Food safety

As Dole products include fruits and vegetables grown in open fields, Dole uses rigorous food safety procedures under Good Agricultural Practices for its own farms and those of contract growers. In California, Dole is a certified member of the Leafy Greens Marketing Agreement (LGMA), a collaboration of food scientists and safety experts, government, farmers, shippers, and processors. Dole operates a SafetyChain system, which is a cellphone-based process for quality assurance on the farm (region, grower, and lot number), including immediate reports on non-compliance issues.

Over decades, Dole has initiated several recalls of its products and shut down manufacturing facilities for cleaning in response to outbreaks of foodborne illnesses, primarily related to bagged salads and leafy greens.

2000s

Officials with the Minnesota Department of Health found Escherichia coli O157:H7 in Dole bagged lettuce in 2005. The outbreak infected 25 people in Minnesota, Wisconsin, and Oregon. The following year, an E. coli outbreak that infected more than 200 people and killed three was traced back to a spinach processor in California which packaged spinach under the Dole brand. Dole initiated a recall of the tainted spinach.

According to Dole personnel and the California LGMA, this 2006 E. coli outbreak led

to harmonizing new rigorous farm and handling practices across the fresh produce industry to minimize microbial contamination.

2010s

Dole recalled its "Seven Lettuces" salads in 2012 after random testing by New York health officials found salmonella in the salads. The same year, the company issued two recalls of its bagged salads due to contamination by Listeria monocytogenes. The company initiated another recall due to contamination by L. monocytogenes in 2014. The following year, Dole recalled bagged spinach due to contamination with salmonella following safety testing conducted by the United States Food and Drug Administration at a plant in Springfield, Ohio.

In 2016, an outbreak of listeriosis tied to the Springfield plant led to the hospitalization of 33 people and four deaths. The plant closed for four months that year, and later reporting revealed Dole knew about the listeria contamination in July 2014, more than a year before the plant's closure. The United States Department of Justice initiated a criminal probe into the issue. Dole settled two civil lawsuits related to the outbreak in 2017.

2020s

In December 2021, Dole recalled 180 varieties of packaged salad due to possible listeria contamination and closed packaging facilities in Yuma, Arizona, and Bessemer City, North Carolina, to sanitize them. The outbreak led to an investigation by the Centers for Disease Control and Prevention after two people died and 17 became ill.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

DOLE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$13.22
Market Cap
$1.26B
P/E (TTM)
24.9
EPS (TTM)
$0.53
Revenue (TTM)
$9.17B
Div Yield
2.6%
ROE
3.9%
Debt/Equity
0.6
52W Range
$13 – $17

DOLE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $9.17B
3-point trend, +11.3%
2023-12-31 2025-12-31
EPS $0.53
3-point trend, -59.2%
2023-12-31 2025-12-31
Free Cash Flow $2M
2025-12-31 2025-12-31
Margins 0.56%
2025-12-31 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
DOLE
Peer Median
P/E (TTM)
24.9
21.5
P/S (TTM)
0.1
0.8
P/B
0.9
1.7
EV / EBITDA
5.5
Price / FCF
736.1

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
DOLE
Peer Median
Gross Margin
7.8%
26.0%
Operating Margin
2.4%
Net Profit Margin
0.56%
3.7%
ROA
1.2%
4.1%
ROE
3.9%
6.9%
ROIC
5.8%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
DOLE
Peer Median
Debt / Equity
0.6
23.1
Current Ratio
1.2
2.5
Quick Ratio
0.5

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
DOLE
Peer Median
Revenue YoY
3-point trend, +11.3%
8.2%
EPS YoY
3-point trend, -59.2%
-59.9%
Net Income YoY
3-point trend, -58.6%
-59.1%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
DOLE
Peer Median
EPS (Diluted)
3-point trend, -59.2%
$0.53

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
DOLE
Peer Median
Payout Ratio
63.1%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.6%
Payout Ratio
63.1%
5Y Div CAGR
Ex-dateAmount
June 17, 2026$0.0850
March 18, 2026$0.0850
June 9, 2025$0.0850
March 20, 2025$0.0800
Dec. 11, 2024$0.0800
Sept. 11, 2024$0.0800
June 12, 2024$0.0800
March 20, 2024$0.0800
Dec. 13, 2023$0.0800
Sept. 13, 2023$0.0800
June 15, 2023$0.0800
March 30, 2023$0.0800
Dec. 15, 2022$0.0800
Sept. 15, 2022$0.0800
June 16, 2022$0.0800
March 28, 2022$0.0800
Dec. 16, 2021$0.0800

DOLE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 10 analysts
  • Strong Buy 2 20.0%
  • Buy 5 50.0%
  • Hold 3 30.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-19
Median target $17.12 +29.5%
Mean target $17.44 +31.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.46 $0.46 -0.00%
March 31, 2026 $0.33 $0.34 -0.01%
Dec. 31, 2025 $0.14 $0.13 0.01%
Sept. 30, 2025 $0.16 $0.18 -0.02%
June 30, 2025 $0.55 $0.52 0.03%
March 31, 2025 $0.35 $0.40 -0.05%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 17
Annual Income Statement data for DOLE
Metric Trend 202520242023
Revenue 3-point trend, +11.3% $9.17B $8.48B $8.25B
Cost of Revenue 3-point trend, +12.0% $8.46B $7.76B $7.55B
Gross Profit 3-point trend, +2.9% $714M $718M $694M
R&D Expense 3-point trend, +2.2% $9M $9M $9M
SG&A Expense 3-point trend, +4.6% $495M $474M $474M
Operating Income 3-point trend, -18.1% $223M $281M $272M
Interest Expense 3-point trend, -18.0% $67M $72M $81M
Interest Income 3-point trend, +32.6% $13M $11M $10M
Other Non-op 3-point trend, -132.8% $-2M $21M $5M
Pretax Income 3-point trend, -18.3% $168M $240M $206M
Income Tax 3-point trend, +62.9% $71M $76M $44M
Net Income 3-point trend, -58.6% $51M $126M $124M
EPS (Basic) 3-point trend, -58.8% $0.54 $1.32 $1.31
EPS (Diluted) 3-point trend, -59.2% $0.53 $1.32 $1.30
Shares (Basic) 3-point trend, +0.2% 95,145,000 94,967,000 94,917,000
Shares (Diluted) 3-point trend, +0.8% 95,902,000 95,471,000 95,118,000
EBITDA $336M · ·
Balance Sheet 28
Annual Balance Sheet data for DOLE
Metric Trend 202520242023
Cash & Equivalents 2-point trend, -18.8% $268M $330M ·
Short-term Investments 2-point trend, +6.6% $6M $6M ·
Receivables 2-point trend, +14.0% $540M $474M ·
Inventory 2-point trend, +18.4% $509M $430M ·
Prepaid Expense 2-point trend, +36.9% $94M $69M ·
Other Current Assets 2-point trend, +18.4% $18M $15M ·
Current Assets 2-point trend, -4.7% $1.75B $1.84B ·
PP&E (Net) 2-point trend, -3.5% $1.08B $1.12B ·
Goodwill 3-point trend, -15.4% $434M $430M $513M
Intangibles 3-point trend, -6.4% $325M $332M $348M
Other Non-current Assets 2-point trend, +18.6% $134M $113M ·
Total Assets 2-point trend, -1.1% $4.40B $4.45B ·
Accounts Payable 2-point trend, +9.9% $712M $649M ·
Accrued Liabilities 2-point trend, +16.9% $518M $443M ·
Current Liabilities 2-point trend, -4.8% $1.49B $1.57B ·
Capital Leases 2-point trend, +9.1% $307M $281M ·
Deferred Tax 2-point trend, +6.4% $90M $85M ·
Other Non-current Liabilities 2-point trend, -4.7% $67M $70M ·
Total Liabilities 2-point trend, -3.9% $2.89B $3.01B ·
Long-term Debt 2-point trend, -12.3% $829M $946M ·
Total Debt $857M · ·
Common Stock 2-point trend, +0.2% $952.0K $950.0K ·
Paid-in Capital 2-point trend, +0.4% $804M $801M ·
Retained Earnings 2-point trend, +2.9% $676M $657M ·
AOCI 2-point trend, +29.3% $-117M $-166M ·
Stockholders' Equity 2-point trend, +5.5% $1.36B $1.29B ·
Liabilities + Equity 2-point trend, -1.1% $4.40B $4.45B ·
Shares Outstanding 3-point trend, +0.2% 95,163,000 95,041,000 94,929,000
Cash Flow 13
Annual Cash Flow data for DOLE
Metric Trend 202520242023
D&A 3-point trend, +8.2% $113M $99M $104M
Stock-based Comp 3-point trend, +13.4% $7M $8M $6M
Deferred Tax 3-point trend, +203.0% $13M $-18M $-13M
Amort. of Intangibles 3-point trend, -30.4% $7M $8M $10M
Other Non-cash $-61M · ·
Operating Cash Flow 3-point trend, -58.7% $123M $263M $299M
CapEx 3-point trend, +55.7% $121M $82M $78M
Dividends Paid 3-point trend, +5.3% $32M $31M $31M
Financing Cash Flow 3-point trend, +34.2% $-151M $-238M $-230M
Net Change in Cash 3-point trend, -232.6% $-64M $55M $48M
Taxes Paid 3-point trend, +56.5% $100M $78M $64M
Free Cash Flow $2M · ·
Levered FCF $-37M · ·
Profitability 8
Annual Profitability data for DOLE
Metric Trend 202520242023
Gross Margin 7.8% · ·
Operating Margin 2.4% · ·
Net Margin 0.56% · ·
Pretax Margin 1.8% · ·
EBITDA Margin 3.7% · ·
ROA 1.2% · ·
ROE 3.9% · ·
ROIC 5.8% · ·
Liquidity & Solvency 5
Annual Liquidity & Solvency data for DOLE
Metric Trend 202520242023
Current Ratio 1.2 · ·
Quick Ratio 0.5 · ·
Debt / Equity 0.6 · ·
LT Debt / Equity 0.6 · ·
Interest Coverage 3.4 · ·
Efficiency 3
Annual Efficiency data for DOLE
Metric Trend 202520242023
Asset Turnover 2.1 · ·
Inventory Turnover 18.0 · ·
Receivables Turnover 18.1 · ·
Per Share 5
Annual Per Share data for DOLE
Metric Trend 202520242023
Book Value / Share $14.33 · ·
Revenue / Share $95.65 · ·
Cash Flow / Share $1.28 · ·
Cash / Share $2.81 · ·
EPS (TTM) $0.53 · ·
Growth Rates 3
Annual Growth Rates data for DOLE
Metric Trend 202520242023
Revenue YoY 2-point trend, +195.0% 8.2% 2.8% ·
EPS YoY 2-point trend, -3986.4% -59.9% 1.5% ·
Net Income YoY 2-point trend, -5152.1% -59.1% 1.2% ·
Valuation (TTM) 17
Annual Valuation (TTM) data for DOLE
Metric Trend 202520242023
Revenue TTM $9.17B · ·
Net Income TTM $51M · ·
Market Cap $1.43B · ·
Enterprise Value $2.01B · ·
P/E 28.3 · ·
P/S 0.2 · ·
P/B 1.0 · ·
P / Tangible Book 2.4 · ·
P / Cash Flow 11.6 · ·
P / FCF 834.7 · ·
EV / EBITDA 6.0 · ·
EV / FCF 1176.0 · ·
EV / Revenue 0.2 · ·
Dividend Yield 2.3% · ·
Earnings Yield 3.5% · ·
Payout Ratio 63.1% · ·
Annual Payout $32M · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-31
Revenue $9.17B$8.48B$8.25B
Gross Margin % 7.8%
Operating Margin % 2.4%
Net Income $51M$126M$124M
Diluted EPS $0.53$1.32$1.30
Balance Sheet
2025-12-312024-12-312023-12-31
Debt / Equity 0.6
Current Ratio 1.2
Quick Ratio 0.5
Cash Flow
2025-12-312024-12-312023-12-31
Free Cash Flow $2M

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Institutional owners (13F) 226 filers · $771.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
41 (+7 vs prior Q) 37 (+13 vs prior Q) 82 (+9 vs prior Q) 58 (-18 vs prior Q) +2.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Pale Fire Capital SE $129,344,971 9,427,476 16.77% Shares
DIMENSIONAL FUND ADVISORS LP $69,265,132 5,048,479 8.98% Shares
River Road Asset Management, LLC $62,560,278 4,559,787 8.11% Shares
VICTORY CAPITAL MANAGEMENT INC $60,303,969 4,395,333 7.82% Shares
TWO SIGMA INVESTMENTS, LP $38,506,826 2,806,620 4.99% Shares
Panview Capital Ltd $23,554,276 1,716,784 3.05% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $21,413,860 1,560,777 2.78% Shares
STATE STREET CORP $20,764,685 1,505,237 2.69% Shares
Invenomic Capital Management LP $19,632,854 1,430,966 2.55% Shares
Qube Research & Technologies Ltd $19,462,286 1,418,534 2.52% Shares
AMERICAN CENTURY COMPANIES INC $17,933,975 1,307,141 2.33% Shares
Impax Asset Management Group plc $17,903,036 1,304,886 2.32% Shares
AMERIPRISE FINANCIAL INC $16,353,101 1,191,917 2.12% Shares
ALGERT GLOBAL LLC $16,087,633 1,172,568 2.09% Shares
RAYMOND JAMES FINANCIAL INC $15,799,003 1,151,531 2.05% Shares
TWO SIGMA ADVISERS, LP $14,951,026 997,400 1.94% Shares
Medina Value Partners, LLC $14,875,869 1,084,247 1.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $13,210,809 962,887 1.71% Shares
RENAISSANCE TECHNOLOGIES LLC $11,810,080 860,793 1.53% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $9,713,280 707,965 1.26% Shares
D. E. Shaw & Co., Inc. $9,232,188 672,900 1.20% Shares
Trexquant Investment LP $7,971,869 581,040 1.03% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $7,793,564 568,044 1.01% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,556,843 477,904 0.85% Shares
Empowered Funds, LLC $6,248,980 455,465 0.81% Shares
SHAH CAPITAL MANAGEMENT $6,048,133 440,826 0.78% Shares
Harber Asset Management LLC $4,686,642 341,592 0.61% Shares
CastleKnight Management LP $4,616,780 336,500 0.60% Shares
AQR CAPITAL MANAGEMENT LLC $3,759,231 273,996 0.49% Shares
LAZARD ASSET MANAGEMENT LLC $3,680,170 268,234 0.48% Shares
Cubist Systematic Strategies, LLC $3,624,608 269,688 0.47% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $3,515,709 256,247 0.46% Shares
PDT Partners, LLC $3,180,516 231,816 0.41% Shares
DENALI ADVISORS LLC $3,173,436 231,300 0.41% Shares
ALLIANCEBERNSTEIN L.P. $2,990,840 209,296 0.39% Shares
BANK OF AMERICA CORP /DE/ $2,955,837 215,440 0.38% Shares
Knights of Columbus Asset Advisors LLC $2,479,917 180,752 0.32% Shares
Waterfront Wealth Inc. $2,471,844 172,977 0.32% Shares
CITADEL ADVISORS LLC $2,438,703 177,748 0.32% Shares
GOLDMAN SACHS GROUP INC $2,348,013 171,138 0.30% Shares
Quantbot Technologies LP $2,215,204 161,458 0.29% Shares
Atom Investors LP $2,201,497 160,459 0.29% Shares
Swiss National Bank $2,096,416 152,800 0.27% Shares
MARTINGALE ASSET MANAGEMENT L P $1,831,470 133,489 0.24% Shares
Schonfeld Strategic Advisors LLC $1,818,091 132,514 0.24% Shares
Bank of New York Mellon Corp $1,693,981 123,468 0.22% Shares
FMR LLC $1,673,895 122,004 0.22% Shares
IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1,656,484 120,735 0.21% Shares
Vanguard Global Advisers, LLC $1,640,926 119,601 0.21% Shares
ENVESTNET ASSET MANAGEMENT INC $1,596,883 116,391 0.21% Shares
STATE OF WISCONSIN INVESTMENT BOARD $1,584,125 115,461 0.21% Shares
Penn Capital Management Company, LLC $1,536,626 111,999 0.20% Shares
FRANKLIN RESOURCES INC $1,511,519 110,169 0.20% Shares
Point72 Asset Management, L.P. $1,434,028 104,521 0.19% Shares
Bridgefront Capital, LLC $1,420,843 103,560 0.18% Shares
RHUMBLINE ADVISERS $1,369,069 99,787 0.18% Shares
SEGALL BRYANT & HAMILL, LLC $1,305,403 95,146 0.17% Shares
Graham Capital Management, L.P. $1,302,522 94,936 0.17% Shares
NEW YORK STATE COMMON RETIREMENT FUND $1,280,117 93,303 0.17% Shares
MORGAN STANLEY $1,245,157 90,754 0.16% Shares
Cascade Investment Advisors, Inc. $1,141,161 83,175 0.15% Shares
Quantinno Capital Management LP $975,536 71,103 0.13% Shares
JPMORGAN CHASE & CO $960,771 69,170 0.12% Shares
FEDERATED HERMES, INC. $930,573 67,826 0.12% Shares
MARSHALL WACE, LLP $923,219 67,290 0.12% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $860,244 62,700 0.11% Shares
BlackRock, Inc. $824,929 60,126 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $813,678 59,306 0.11% Shares
Orion Porfolio Solutions, LLC $796,318 58,040 0.10% Shares
Investment Research Partners LLC $785,895 57,281 0.10% Shares
VANGUARD ASSET MANAGEMENT, Ltd $754,394 54,985 0.10% Shares
RENAISSANCE GROUP LLC $703,671 51,288 0.09% Shares
Squarepoint Ops LLC $695,179 50,669 0.09% Shares
Sanctuary Advisors, LLC $672,253 48,998 0.09% Shares
Nebula Research & Development LLC $667,911 47,742 0.09% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $649,121 47,312 0.08% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $640,134 46,657 0.08% Shares
MetLife Investment Management, LLC $637,102 46,436 0.08% Shares
Numerai GP LLC $628,623 45,818 0.08% Shares
Southeast Asset Advisors, LLC $595,621 43,413 0.08% Shares
Optimize Financial Inc $594,807 41,624 0.08% Shares
Plan A Wealth LLC $543,559 39,618 0.07% Shares
Counterpoint Mutual Funds LLC $534,984 38,993 0.07% Shares
Campbell & CO Investment Adviser LLC $531,801 38,761 0.07% Shares
VOYA INVESTMENT MANAGEMENT LLC $530,552 38,670 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $496,842 36,213 0.06% Shares
VANGUARD GROUP INC $486,336 32,444 0.06% Shares
Jain Global LLC $477,456 34,800 0.06% Shares
CITIGROUP INC $465,314 33,915 0.06% Shares
VANGUARD FIDUCIARY TRUST CO $448,136 32,663 0.06% Shares
KEYBANK NATIONAL ASSOCIATION/OH $433,031 31,562 0.06% Shares
Invesco Ltd. $425,073 30,982 0.06% Shares
SEIZERT CAPITAL PARTNERS, LLC $331,818 24,185 0.04% Shares
Y-Intercept (Hong Kong) Ltd $328,045 23,910 0.04% Shares
Police & Firemen's Retirement System of New Jersey $318,194 23,192 0.04% Shares
Orion Portfolio Solutions, LLC $311,268 21,541 0.04% Shares
Ethic Inc. $308,453 22,482 0.04% Shares
GLENMEDE TRUST CO NA $302,937 22,080 0.04% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $299,425 21,824 0.04% Shares
Inscription Capital, LLC $297,738 21,701 0.04% Shares

Activists & 5%+ owners 3 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Balkan Investment Unlimited Company, Scott Limited ×2 filings Jan. 12, 2026 7.67% Amendment Passive investment SEC
Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Barta Jan, Senkypl Dusan ×5 filings Sept. 8, 2025 9.00% Amendment SEC
JAN BARTA, DUSAN SENKYPL ×2 filings Dec. 9, 2022 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 35 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CCNR · Financial Investors Trust 0.24% 63,223 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.11% 556,190 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.07% 1,404,253 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.06% 553,180 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.04% 374,813 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.03% 65,281 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.03% 29,103 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 6,805 NS April 30, 2026 N-PORT
AVDS · AMERICAN CENTURY ETF TRUST 0.01% 2,329 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 181,142 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 3,193 NS May 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 46,525 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 9,405 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 27,352 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 28,401 NS May 31, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.00% 967 NS May 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 25,784 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND July 30, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND July 30, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
IWV · iShares Trust Aug. 18, 2026 Daily
IWN · iShares Trust Aug. 17, 2026 Daily
IWM · iShares Trust Aug. 18, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust July 13, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … July 13, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… July 13, 2026 Daily
VDC · VANGUARD WORLD FUND July 20, 2026 Daily
VEGI · iShares, Inc. July 28, 2026 Daily
ISCB · iShares Trust July 20, 2026 Daily
ISCV · iShares Trust July 20, 2026 Daily
EIRL · iShares Trust July 29, 2026 Daily
SMMV · iShares Trust Aug. 18, 2026 Daily
WSML · iShares Trust July 20, 2026 Daily